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May, 2015  // Posts published in May, 2015

May 28 2015 Retail, Services

Little Progress Has Been Made Post-Merger for Jos. A. Bank

Research Question: Will synergies from the merger with Men’s Wearhouse lead to stabilization of Jos. A. Bank and increased efficiencies companywide by the end of 2015? Companies: EXPR, GPS, JCP, JWN, KSS, M, MW, STO:HM-B By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings In-store operations for Men’s Wearhouse (MW) and […]

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May 2015 Trends Tracker

Trends Tracker Companies Covered: AAPL, ATVI, BABA, CBS, CMCSA, COH, CTL, DISH, EA, FB, GOOG/GOOGL, IBM, IHRT, INTC, KATE, KORS, KRX:005930/005935, LNKD, LVMUY, MSFT, NFLX, P, PHG, SCTY, T, TSLA, TTWO, TWTR, TWC, TWX, TYO:2432, TYO:6752, TYO:6758, TYO:7974, TYO:9766, VZ Click here to download the report (.pdf)   Summary of Findings Residential solar panel adoption among […]

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Rental Car Whisper

Rental Car Whisper

Research Question: Will rental car companies see increased traffic and pricing power this summer? Report Available: June 11, 2015   Blueshift’s initial research shows pricing on car rentals has declined through May, however HTZ’s recent fleet overhaul will allow it to raise rental prices over the summer which may produce an industry-wide ripple effect.   Observations […]

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May 21 2015 Retail, Services

PVH’s Calvin Klein Making Slow Progress on Road to Recovery

Research Question: Do fall orders appear strong enough to offset a potentially weak spring for PVH’s Calvin Klein? Companies: BME:ITX, GES, HBI, HKG:0330, ICON, JOEZ, JWN, KORS, LVMUY, M, PVH, RL, STO:HM-B, TYO:9983, VFC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings All four repeat sources said PVH Corp.’s Calvin Klein […]

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Taser Whisper

Taser Whisper

Research Question: Will Taser International be the primary beneficiary of the surge in demand for body cameras by law enforcement agencies? Report Available: June 12, 2015   Blueshift’s initial research shows high momentum behind law enforcement agencies’ interest in adopting body cams, but the purchases may be delayed or not occur at all due to high costs, lack of departmental […]

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Interactive Intelligence Group Whisper

Interactive Intelligence Group Whisper

Research Question: Is Interactive Intelligence Group’s PureCloud the product that jumpstarts a move to a cloud-based call centers? Report Available: June 25, 2015   Blueshift’s initial research shows a very competitive CaaS market but some question whether ININ’s recent phenomenal cloud growth rate can continue through the release of its PureCloud product suite, the market’s first […]

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Skechers’ Pace Not Slowing

Research Question: Is Skechers’ recent success sustainable through 2015? Companies: ADDYY, BRK.A/BRK.B, DECK, NKE, SKX, TYO:7936, UA, VFC By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Skechers USA Inc. (SKX) will sustain its strong growth throughout 2015, according to all 18 sources comprising Skechers suppliers, distributors and store personnel as well […]

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Slowdown in 2H15 IT Hardware Spending Leaves Vendors Scrambling

Research Question: Are IT hardware sales cycles continuing to lengthen as we move further into the year? If so, which classes of equipment and vendors are exposed to the trend? Companies: AMZN, ANET, CSCO, CTXS, CVLT, EMC, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, RVBD, SMCI By: John Harrington Click here to download the […]

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GameStop Could Be Hurt by Lull in Market for Used Consoles

Research Question: Is a shortage of preowned PlayStation 4 and Xbox One consoles and games hurting GameStop? Companies: AMZN, ATVI, BBY, EA, EBAY, GME, MSFT, TYO:6460, TYO:6758, TYO:7974, WMT By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings GameStop Corp. (GME) is not selling many preowned versions of current-generation gaming consoles […]

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May 15 2015 Basic Materials, Energy

Sand is the Proppant of Choice and is Eroding Carbo Ceramics’ Market

Research Question: Will sand replace ceramic proppants in the pressure pumping industry? Companies: CRR, SLCA, IMYSF, HCLP, EMES, HAL, SGO, SLB By: David Franklin Click here to download the report (.pdf)   Summary of Findings All 20 sources acknowledged that sand is currently the proppant of choice of the oil and gas industry, and it is […]

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